Relentless Passion with Greg Skoda

On episode 35 of The Unique CPA, Randy has the opportunity to talk with Greg Skoda, one of two people who hold the distinction of building an accounting firm with a valuation in excess of $600 million. The two discuss Greg’s firm building exploits, and the regulatory and personal challenges Greg faced while growing CBIZ over a frenetic, often sleepless two year period in the 90s. They also discuss his founding of Skoda Minnotti, Greg’s latest firm building success, and his current role at Marcum, which merged with Skoda Minnotti in 2019.

Important Links

Greg Skoda on LinkedIn

Marcum, LLP

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About the Guest

Gregory Skoda, CPA, serves as Senior Partner at Marcum LLP.

Greg is the former chairman and co-founder of two top 100 accounting firms including Skoda Minotti CPA’s of Cleveland, Ohio. Mr. Skoda merged his prior firm into Marcum in 2019. Greg helps clients achieve their business growth objectives by participating in the development of their strategic plans and providing creative business and personal tax planning. He also assists clients with mergers, acquisitions and dispositions, succession and estate planning and wealth accumulation strategies.

Greg co-founded the public company, CBIZ, and has acquired more than 200 companies for himself or for companies in which he is or was a principal. He has facilitated well over 500 buy or sell transactions for a wide variety of clients, including participating in due diligence on several thousand potential mergers and acquisitions.

Meet the Host

Randy Crabtree, CPA

randy.crabtree@tri-merit.com

Randy Crabtree

Randy Crabtree, co-founder and partner of Tri-Merit Specialty Tax Professionals, is a widely followed author, lecturer and podcast host for the accounting profession.

Since 2019, he has hosted the bi-weekly “The Unique CPA,” podcast, which ranks among the world’s 10% most popular programs (Source: Listen Score). You can find articles from Randy in Accounting Today’s Voices column, the AICPA Tax Adviser (Tax-saving opportunities for the housing and construction industries) and he is a regular presenter at conferences and virtual training events hosted by CPAmerica, Prime Global, Leading Edge Alliance (LEA), Allinial Global and several state CPA societies. Crabtree also provides continuing professional education to top 100 CPA firms across the country.

Schaumberg, Illinois-based Tri-Merit is a niche professional services firm that specializes in helping CPAs and their clients benefit from R&D tax credits, cost segregation, the energy efficient commercial buildings deduction (179D), the energy efficient home credit (45L) and the employee retention credit (ERC).

Prior to joining Tri-Merit, Crabtree was managing partner of a CPA firm in the greater Chicago area. He has more than 30 years of public accounting and tax consulting experience in a wide variety of industries, and has worked closely with top executives to help them optimize their tax planning strategies.